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2024 can fly
(all in ai)专注、价值
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2024 can fly
07-11
这篇文章不错,转发给大家看看
@小虎活动:【老虎十周年】探索宝藏功能,赢1010美元奖励
2024 can fly
07-11
fgggggghhgufghgghhhhhhhh
2024 can fly
2023-12-27
这篇文章不错,转发给大家看看
@愛吃辣的小老虎:📝年度CEO嘅17条年终总结出炉!你点睇?
2024 can fly
2023-11-16
$极兔速递-W(01519)$
起码空到500亿以下
2024 can fly
2023-11-15
$京东(JD)$
京东今年累计跌了50% 处于低位了 不过高领、老虎机构也在减仓 肯定是有原因的 如果看好京东的话 也是可以观望观望
2024 can fly
2023-11-10
$英特尔(INTC)$
简单点 选股的方式简单点
2024 can fly
2023-11-09
$苹果(AAPL)$
$谷歌(GOOG)$
$微软(MSFT)$
期权入门必读:https://www.laohu8.com/m/post/195218859032672
2024 can fly
2023-05-12
$Mobileye Global Inc.(MBLY)$
$英伟达(NVDA)$
$英特尔(INTC)$
很长时间没有登入老虎 发现mbly已经涨了不少 英特尔还是这样不温不火稳的 由于2021和2022年的失利 加上大环境经济并不好 今年2023就继续休整,待子弹充足再战 (ps:稳健投资,保持理性,期权尝试cc即可 切不可盲目赌期权了!正股为王 all in AI)
2024 can fly
2022-12-27
这恐怕是大公司的病吧
抱歉,原内容已删除
2024 can fly
2022-12-09
$小鹏汽车(XPEV)$
【下次一定不做这傻事了------即:买短期期权赌涨停这种蠢事!】 搏一搏单车变摩托 有中奖几率 但别幻想在自己身上发生了。 最大的风险不是是否赌赢,而是你经历过几次赌赢之后,突然的一次赌输你就清零,这不是一种积累的游戏,而是每次刀尖舔血,零和游戏,你实际上玩不起。 举个例子,你买一周后的看涨期权,然后这周一直横盘甚至下跌,期权到期次日,暴涨、大涨、特涨!你能怪自己眼光不好吗?显然不能!你只能怪这周的眼光不好,而这又谁能左右! 每天9点钟坐车上班,每个月也就挣个1万几千,省吃俭用的玩期权,想一朝发财,醒醒吧年轻人![你懂的] [你懂的] [你懂的]
2024 can fly
2022-11-09
$英特尔(INTC)$
20多块钱 股息率5.几 现在买点不比放银行好[开心]
2024 can fly
2022-07-29
$英特尔(INTC)$
22年正式在英特尔上期权破产提前收工 game over 明年再战[抱拳]
2024 can fly
2022-06-17
$英特尔(INTC)$
第二年崩于英特尔期权
2024 can fly
2022-04-22
$Aurora Innovation(AUR)$
买了少量这只股票 看重它的合作伙伴 未来自动驾驶卡车能铺开 Uber合作铺开自动驾驶出租车 潜力很大 问题是合作关系破裂或者被抛弃 以及同行竞争 压力还是很大 这公司核心人物离开 基本也废了 估值50亿美元也不便宜 不过值得观望
2024 can fly
2022-04-22
$英特尔(INTC)$
$Meta Platforms(FB)$
收入高、利润率高的公司基本都是属于行业巨头 护城河必然极高 有过人之处收入不太高、利润率高的公司 有自己的独特优势 收入增速高 潜力无穷收入高、利润率高 但收入增长乏力 缺乏第二曲线 PE自然回调 第二曲线找到 一飞冲天收入高、利润率低 说明竞争相对激烈 收入增速还低 甚至负增长 还没有第二曲线 困难当然是倾向于赛道前景好、收入高、利润率高、第二/三曲线增速高,同时P E还低,甚至股息还高的好公司!长期持有![看涨]
2024 can fly
2022-04-14
$蔚来(NIO)$
今年股价能维持20就不错了 nio面临的竞争压力越来越大 新能源汽车的下半场是智能化 对技术研发要求更高 软件生态闭环离不开庞大用户量 加上疫情、美联储加息缩表大环境影响 太难了
2024 can fly
2022-04-13
$百度(BIDU)$
百度100以下可以大胆买 100-200震荡区间 可以持有到230 并可以卖250、300的call 降低持有成本 循环操作 长期可持有22.04.13
2024 can fly
2022-04-12
转
@陈达美股投资:度这一年:百度Q4财报分析
2024 can fly
2022-04-11
不应该估值500亿不到
@锦缎:透过百度2021年报,看中国产业经济3个重大趋势
2024 can fly
2022-04-09
$英特尔(INTC)$
$百度(BIDU)$
$特斯拉(TSLA)$
今天取消关注了很多股票 从之前关注60多支股票到现在只剩下20支 今年投资策略主要聚焦3大战场:1、Ai芯片产业上下游龙头企业;2、自动驾驶高壁垒、高市占、高科技企业;3、Ai相关其他创新企业;资金分配方面:1&2占比80%;3占比20%;正股80%,期权20%;其他公司诱惑再大改不考虑与关注,专注3大战场领域,all in ai!2022can fly
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🏆1探索独家功能:点击查看您感兴趣的独家功能。观看功能介绍视频,完成相应任务。2表达您的喜爱:点赞您喜爱的功能。如果您点赞的功能最终排名前三,即可瓜分额外大奖!3收集并获胜:完成特殊任务以获得碎片。集齐所有碎片可兑换高价值奖励!💡 小提示:完成高亮任务可获得额外奖励和大额积分! 准备好开始了吗?探索越多,赢得越多!🌟 不要错过——<a href=\"https://www.atigrvibe.com/activity/market/2024/10th-anniversary?adcode=AC1718801378204UpxuOu#/\" target=\"_blank\">立即参与</a>,充分利用这个激动人心的机会!<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=DecadeTBNZ\" target=\"_blank\">*活动受规则和条款约束</a> <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"🎉获奖攻略已送达,解锁最高价值USD 1010 代金券!🎉我们的独家周年庆活动现已上线,快来加入我们的狂欢吧!不仅可以探索我们独特的科技驱动功能,还有机会赢取丰厚的奖励。🏆 获奖攻略 🏆1探索独家功能:点击查看您感兴趣的独家功能。观看功能介绍视频,完成相应任务。2表达您的喜爱:点赞您喜爱的功能。如果您点赞的功能最终排名前三,即可瓜分额外大奖!3收集并获胜:完成特殊任务以获得碎片。集齐所有碎片可兑换高价值奖励!💡 小提示:完成高亮任务可获得额外奖励和大额积分! 准备好开始了吗?探索越多,赢得越多!🌟 不要错过——<a href=\"https://www.atigrvibe.com/activity/market/2024/10th-anniversary?adcode=AC1718801378204UpxuOu#/\" target=\"_blank\">立即参与</a>,充分利用这个激动人心的机会!<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=DecadeTBNZ\" 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Times)评选为2023年年度CEO。最近,这位年度CEO整理了自己的17条年终总结,一起来看看吧~~~[Lovely]奥特曼当选时代年度CEO!当地时间12月6日,美国《时代》杂志公布了2023年年度人物名单:年度人物:泰勒·斯威夫特(Taylor Swift),第一个因演艺事业的成功而被评为年度人物的艺术界人士。年度首席执行官:山姆·奥特曼(Sam Altman),在半个月前,他还在经历“辞职风波”,与同事们上演了一出“宫斗大剧”。最终,这场震惊了整个硅谷的闹剧以奥特曼的回归和董事会的重组暂时画上句号。年度最佳运动员:莱昂内尔·梅西(Lionel Messi),他在这个赛季第八次获得金球奖并开创性地转会美国职业足球大联盟的迈阿密国际队。值得一提的是,自从1927年开始评选年度人物以来,这是《时代》杂志历史上首次评选出年度首席执行官(CEO of the Year),此前仅评选过两次年度商人(Business Person of the Year),分别是2019年迪士尼首席执行官鲍勃·伊格(Bob Iger)和2021年特斯拉首席执行官埃隆·马斯克(Elon Musk)。[Surprised]尽管有人开玩笑说ChatGPT可能当选2023年年度人物,但是《时代》还是把这个称号给了一位真人。[Onlooker]奥特曼当选《时代》年度首席执行官11月30日,回顾这一整年,提到刚结束不久的公司“政变”大戏,奥特曼对《时代》表示:“这真是我经历过的绝对疯狂的事情。直到现在,我仍然感到很震惊。”戏剧性的是,一年前的11月30日,OpenAI正式推出了聊天机器","listText":"小虎们,距离2023年结束已经不到一周的时间,你准备好对2023年做一个年终回顾与总结了吗?[Happy]经历了动荡的2023年后,AI新锐巨头OpenAI的CEO山姆·奥特曼(Sam Altman)被《时代》杂志(The Times)评选为2023年年度CEO。最近,这位年度CEO整理了自己的17条年终总结,一起来看看吧~~~[Lovely]奥特曼当选时代年度CEO!当地时间12月6日,美国《时代》杂志公布了2023年年度人物名单:年度人物:泰勒·斯威夫特(Taylor Swift),第一个因演艺事业的成功而被评为年度人物的艺术界人士。年度首席执行官:山姆·奥特曼(Sam 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AI)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656435544","isVote":1,"tweetType":1,"viewCount":3648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621137378,"gmtCreate":1672101825594,"gmtModify":1672101827335,"author":{"id":"3457344143340586","authorId":"3457344143340586","name":"2024 can 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“神龟虽寿,犹有竟时;螣蛇乘雾,终为土灰”。世界经济此刻展露的外部特征,内里在于,最近一个康波周期的科技引擎,正在耗散它最后的动力。问题一旦无法在发展中消解,沦为存量博弈之后,最终不可避免趋于零和。 关于这重事实,科技产业的巨子们,有的试图瞒天过海,寄望于以宏大叙事化解业绩的沉沦:比如曾经的Facebook,如今已更名为Meta,希冀将更多的投资者引入“元宇宙”的理想国。有的则意图以金元手段,买出新的成长曲线:比如微软,抛出了对动视暴雪687亿美元的世纪收购案。有的则选择直面现实,以业绩硬着陆形式探寻周期底部,重塑未来预期:比如阿里巴巴,财报显示,其最新季度净利润下滑75%,营收增速创美国上市以来最低记录。 周期往返,对应着时代的潮起潮落。既然热爱群星闪耀时的壮阔,便要忍耐黎明破晓前的寂寥。好在,再混沌的时刻亦有星火——比如自动驾驶,比如智能云计算。这些驱动世界经济新周期的全新科技引擎,已被“盗火的普罗米修斯”,在与时间竞速10年之后,点燃了天—— 3月1日,百度公布了2021年度财报: ◆全年营收1245亿元,同比增长16%。 ◆第二曲线确立,以智能云及自动驾驶业务为核心的创新业务营收212亿元,同比增长71%。 ◆核心研发费用221亿元,占全年核心收入比例达23%。 图:百度2021Q4及全年财报主要数据。来源:公司公告 新的科技代际正在这组数字里展开;影响未来中国乃至全球科技产业脉络的几重新的逻辑趋势,亦在其中酝酿。我们需要看到: 1.一个创新周期=十年盗火,千亿研发。 2.自动驾驶进入“中国标准”时态。 3.产业经济正从流量时代拐入算力时代。 01 一个创新周期=十年盗火,千亿研发 在又一个壬寅虎年的开年之际,我们骤然发","listText":"本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 2022年的春天,从地缘关系到全球经济,充满动荡与不安。稳健,成为一种稀缺状态。 “神龟虽寿,犹有竟时;螣蛇乘雾,终为土灰”。世界经济此刻展露的外部特征,内里在于,最近一个康波周期的科技引擎,正在耗散它最后的动力。问题一旦无法在发展中消解,沦为存量博弈之后,最终不可避免趋于零和。 关于这重事实,科技产业的巨子们,有的试图瞒天过海,寄望于以宏大叙事化解业绩的沉沦:比如曾经的Facebook,如今已更名为Meta,希冀将更多的投资者引入“元宇宙”的理想国。有的则意图以金元手段,买出新的成长曲线:比如微软,抛出了对动视暴雪687亿美元的世纪收购案。有的则选择直面现实,以业绩硬着陆形式探寻周期底部,重塑未来预期:比如阿里巴巴,财报显示,其最新季度净利润下滑75%,营收增速创美国上市以来最低记录。 周期往返,对应着时代的潮起潮落。既然热爱群星闪耀时的壮阔,便要忍耐黎明破晓前的寂寥。好在,再混沌的时刻亦有星火——比如自动驾驶,比如智能云计算。这些驱动世界经济新周期的全新科技引擎,已被“盗火的普罗米修斯”,在与时间竞速10年之后,点燃了天—— 3月1日,百度公布了2021年度财报: ◆全年营收1245亿元,同比增长16%。 ◆第二曲线确立,以智能云及自动驾驶业务为核心的创新业务营收212亿元,同比增长71%。 ◆核心研发费用221亿元,占全年核心收入比例达23%。 图:百度2021Q4及全年财报主要数据。来源:公司公告 新的科技代际正在这组数字里展开;影响未来中国乃至全球科技产业脉络的几重新的逻辑趋势,亦在其中酝酿。我们需要看到: 1.一个创新周期=十年盗火,千亿研发。 2.自动驾驶进入“中国标准”时态。 3.产业经济正从流量时代拐入算力时代。 01 一个创新周期=十年盗火,千亿研发 在又一个壬寅虎年的开年之际,我们骤然发","text":"本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 2022年的春天,从地缘关系到全球经济,充满动荡与不安。稳健,成为一种稀缺状态。 “神龟虽寿,犹有竟时;螣蛇乘雾,终为土灰”。世界经济此刻展露的外部特征,内里在于,最近一个康波周期的科技引擎,正在耗散它最后的动力。问题一旦无法在发展中消解,沦为存量博弈之后,最终不可避免趋于零和。 关于这重事实,科技产业的巨子们,有的试图瞒天过海,寄望于以宏大叙事化解业绩的沉沦:比如曾经的Facebook,如今已更名为Meta,希冀将更多的投资者引入“元宇宙”的理想国。有的则意图以金元手段,买出新的成长曲线:比如微软,抛出了对动视暴雪687亿美元的世纪收购案。有的则选择直面现实,以业绩硬着陆形式探寻周期底部,重塑未来预期:比如阿里巴巴,财报显示,其最新季度净利润下滑75%,营收增速创美国上市以来最低记录。 周期往返,对应着时代的潮起潮落。既然热爱群星闪耀时的壮阔,便要忍耐黎明破晓前的寂寥。好在,再混沌的时刻亦有星火——比如自动驾驶,比如智能云计算。这些驱动世界经济新周期的全新科技引擎,已被“盗火的普罗米修斯”,在与时间竞速10年之后,点燃了天—— 3月1日,百度公布了2021年度财报: ◆全年营收1245亿元,同比增长16%。 ◆第二曲线确立,以智能云及自动驾驶业务为核心的创新业务营收212亿元,同比增长71%。 ◆核心研发费用221亿元,占全年核心收入比例达23%。 图:百度2021Q4及全年财报主要数据。来源:公司公告 新的科技代际正在这组数字里展开;影响未来中国乃至全球科技产业脉络的几重新的逻辑趋势,亦在其中酝酿。我们需要看到: 1.一个创新周期=十年盗火,千亿研发。 2.自动驾驶进入“中国标准”时态。 3.产业经济正从流量时代拐入算力时代。 01 一个创新周期=十年盗火,千亿研发 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今年投资策略主要聚焦3大战场:1、Ai芯片产业上下游龙头企业;2、自动驾驶高壁垒、高市占、高科技企业;3、Ai相关其他创新企业;资金分配方面:1&2占比80%;3占比20%;正股80%,期权20%;其他公司诱惑再大改不考虑与关注,专注3大战场领域,all in ai!2022can fly","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/619750864","isVote":1,"tweetType":1,"viewCount":2548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"正股80%,期权20%,这个期权里面有什么比较好的策略没有?","text":"正股80%,期权20%,这个期权里面有什么比较好的策略没有?","html":"正股80%,期权20%,这个期权里面有什么比较好的策略没有?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":698829162,"gmtCreate":1640343850815,"gmtModify":1640411620776,"author":{"id":"3457344143340586","authorId":"3457344143340586","name":"2024 can 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有竞争壁垒 有好的AI赛道今年3月自从买了看涨期权后 眼看就要成废纸了 损失惨重 本金变成了年初的零头 问题就出在换成了期权 最差也应该是持正股 人一旦亏损了 理性告诉我暂时不要买期权 但是要翻身还是想靠期权于是偏离了自己的主赛道 开始涉猎其他不懂的股票 买的原因就是因为跌得很多了 可以抄底了最后没想到还有很多下降空间 比如:爱奇艺 好未来 fob啥视频网站的 这个市场就是有一种被炒起来的好公司 属于【明星股】它们都可以以一种超出想象的暴涨暴跌 比如:英伟达 特斯拉 这类公司适合跟着趋势走 好坏都是到你无法想象,唯一问题就是你不知道什么时候会被打回原形或价值回归还有一种就是无人过问的好公司 哪怕是赚钱的 哪怕分红很高 哪怕是行业领导者 属于【过气明星股】 它们好像双耳不闻天下事 很难有惊喜比如:英特尔 IBM 这类公司适合求稳:买正股和卖出看涨期权 同时也要随时关注是否开始起飞 最后就是还是要明确自己的赛道 把有限的精力放在自己研究的行业中 只买心中的好公司 ","text":"$英特尔(INTC)$$IBM(IBM)$$百度(BIDU)$这几支股票我始终看好 有竞争壁垒 有好的AI赛道今年3月自从买了看涨期权后 眼看就要成废纸了 损失惨重 本金变成了年初的零头 问题就出在换成了期权 最差也应该是持正股 人一旦亏损了 理性告诉我暂时不要买期权 但是要翻身还是想靠期权于是偏离了自己的主赛道 开始涉猎其他不懂的股票 买的原因就是因为跌得很多了 可以抄底了最后没想到还有很多下降空间 比如:爱奇艺 好未来 fob啥视频网站的 这个市场就是有一种被炒起来的好公司 属于【明星股】它们都可以以一种超出想象的暴涨暴跌 比如:英伟达 特斯拉 这类公司适合跟着趋势走 好坏都是到你无法想象,唯一问题就是你不知道什么时候会被打回原形或价值回归还有一种就是无人过问的好公司 哪怕是赚钱的 哪怕分红很高 哪怕是行业领导者 属于【过气明星股】 它们好像双耳不闻天下事 很难有惊喜比如:英特尔 IBM 这类公司适合求稳:买正股和卖出看涨期权 同时也要随时关注是否开始起飞 最后就是还是要明确自己的赛道 把有限的精力放在自己研究的行业中 只买心中的好公司","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":9,"commentSize":16,"repostSize":3,"link":"https://laohu8.com/post/698829162","isVote":1,"tweetType":1,"viewCount":27798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000309","authorId":"9000000000000309","name":"豆腐王中王","avatar":"https://static.tigerbbs.com/28b54c3ff00aca78d815cf3ac82272b2","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000309","authorIdStr":"9000000000000309"},"content":"你很会选股,$英特尔(INTC)$ $IBM(IBM)$ $百度(BIDU)$也是我看好 的股票。","text":"你很会选股,$英特尔(INTC)$ $IBM(IBM)$ $百度(BIDU)$也是我看好 的股票。","html":"你很会选股,$英特尔(INTC)$ $IBM(IBM)$ $百度(BIDU)$也是我看好 的股票。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913871519,"gmtCreate":1577469546731,"gmtModify":1704335871209,"author":{"id":"3457344143340586","authorId":"3457344143340586","name":"2024 can 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>思考了一下,选股是个技术活,你不能看谁火,看谁股价低,看谁顺眼...你就买谁!我们得有自己的一个选股标准,哪怕以你现在水平你的选股标准并不科学,没关系,那也是你的标准,这个选股方法是可以迭代的,每个人有每个人的标准,标准千万种,就怕没有标准。我总结了一下自己的选股标准,就叫“七看”选股法(ps:便于记住而已)“7”是指:1⃣️看定位:公司的客户心智份额是不是行业第一?(如:市场份额好理解,可以从数据看出来。而心智份额就是当我们提到这个品类就立马想到这家公司,比如提到电动汽车你会首先想到特斯拉,提到搜索或者无人驾驶你会想到百度)这很重要,有空大家可以找特劳特、里斯的《定位》、《21世纪定位》书看看;2⃣️看行业:行业未来增长的驱动力是什么?(提到胶卷你会想到柯达,定位很叼但已经落伍没有卵用的;思考你选的股票未来增长的驱动力到底是什么,是政策好?...)3⃣️看市场:市场未来会发生哪些结构性变化?(比如:未来燃油车的占比会不会变得很低啊?从国内外市场表现看电池车增速很快...如果你现在还持有传统油车的股票是不是很危险?)4⃣️看客户:客户的需求是什么?未来会发生哪些变化?(你得了解你选择的标的物的客户需求,可以从一些研报、公众号等文章找找,你毕竟不是专业的投资人没有闲钱去调研,你想想你买股票你就是股东,假如你要买1个亿股票,你却连自己买的公司的客户是谁、客户需求是什么都不知道你还敢买吗?通过了解客户需求才能知道标的物要取得成功需要哪些能力满足客户)5⃣️看竞争:和竞争对手相比,满足客户需求所需要的能力表现如何?(这些","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>股票一直看好,200多买了60股没有长期坚定持有,股价300多时就卖了; (ps:恐怕我真的很难持有到现在的1000多,即使看好特斯拉,太难了) c.纯投机:不懂的行业、公司纯属想短线投机,<a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>给我上了一课; d.不确定性:3月底做空不懂的公司<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>,或许做空晚了,3月后股价强势反弹,世事难料; 3. 下半年举措 a. 专注赛道:坚持自己重点研究的高潜力投资赛道,即人工智能、新能源汽车领域;如:<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度</a>","listText":"1. 业绩表现 (注:20年全年收益率目标值:25%) 截止6月30日,实际收益率15.68%,与目标偏差约10%; 2. 差距分析 主要原因: a.缺乏洞察力:1月份出现疫情,没有意识到疫情的影响,完全没有思考过这个点,反而加满杠杆<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>,导致在疫情期间多次熔断后部分爆仓; b.缺乏长期视角:<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>股票一直看好,200多买了60股没有长期坚定持有,股价300多时就卖了; (ps:恐怕我真的很难持有到现在的1000多,即使看好特斯拉,太难了) c.纯投机:不懂的行业、公司纯属想短线投机,<a 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阿里相比,百度目前缺乏强大的现金流。拿腾讯来说,网络游戏全球龙头,印钞机1;腾讯金融,服务主流的电商平台,光技术服务费每年都要几百亿,印钞机2;网络广告,年复合增长率超50%,印钞机3;基石业务社交网络泛娱乐印钞机4;百度比较缺乏,目前只有搜索引擎网络广告这台印钞机,与腾讯比赚钱能力差的确实很多,且网络广告业务受到字节的挑战,所以估值较低,但是正因为估值较低,百度的安全边际较高,百度仍是值得持续关注的一家公司。未来看点:百度能否创造一个强大的印钞机业务?(AI商业化目前处于初始阶段)唯有时间可以证明,近期百度在AI落地动作频频,个人对于Q2财报是看好的。短期内,百度是一家波动很小的公司,市场关注度较低,没有特斯拉、蔚来汽车活跃,投资百度得耐得住寂寞……","text":"$百度(BIDU)$和腾讯 阿里相比,百度目前缺乏强大的现金流。拿腾讯来说,网络游戏全球龙头,印钞机1;腾讯金融,服务主流的电商平台,光技术服务费每年都要几百亿,印钞机2;网络广告,年复合增长率超50%,印钞机3;基石业务社交网络泛娱乐印钞机4;百度比较缺乏,目前只有搜索引擎网络广告这台印钞机,与腾讯比赚钱能力差的确实很多,且网络广告业务受到字节的挑战,所以估值较低,但是正因为估值较低,百度的安全边际较高,百度仍是值得持续关注的一家公司。未来看点:百度能否创造一个强大的印钞机业务?(AI商业化目前处于初始阶段)唯有时间可以证明,近期百度在AI落地动作频频,个人对于Q2财报是看好的。短期内,百度是一家波动很小的公司,市场关注度较低,没有特斯拉、蔚来汽车活跃,投资百度得耐得住寂寞……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/948162157","isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457344143340586","authorId":"3457344143340586","name":"2024 can fly","avatar":"https://static.tigerbbs.com/c7be41b8abb927be47628155bdb8ec7b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3457344143340586","authorIdStr":"3457344143340586"},"content":"上面两位是看不懂 还是表达不清楚 现金流值的是不断产生利润的现金流业务 不是说百度没有现金流 百度搜索广告就是百度的现金流 我指的是额外的巨量现金流业务 那利润自然会更高了","text":"上面两位是看不懂 还是表达不清楚 现金流值的是不断产生利润的现金流业务 不是说百度没有现金流 百度搜索广告就是百度的现金流 我指的是额外的巨量现金流业务 那利润自然会更高了","html":"上面两位是看不懂 还是表达不清楚 现金流值的是不断产生利润的现金流业务 不是说百度没有现金流 百度搜索广告就是百度的现金流 我指的是额外的巨量现金流业务 那利润自然会更高了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}